Carson Wealth (CWM LLC)
ALKT icon

Carson Wealth (CWM LLC)’s Alkami Technology ALKT Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ALKT Stock Details ALKT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$48.4K Buy
3,090
+1,148
+59% +$21.1K ﹤0.01% 3837
2025
Q4 		$45K Buy
1,942
+959
+98% +$21.2K ﹤0.01% 3673
2025
Q3 		$24K Buy
983
+41
+4% +$1.05K ﹤0.01% 4004
2025
Q2 		$28K Buy
942
+601
+176% +$16.7K ﹤0.01% 3683
2025
Q1 		$9K Sell
341
-413
-55% -$13K ﹤0.01% 4132
2024
Q4 		$28K Buy
754
+93
+14% +$3.47K ﹤0.01% 3212
2024
Q3 		$21K Buy
661
+560
+554% +$17.7K ﹤0.01% 3309
2024
Q2 		$3K Buy
101
+92
+1,022% +$2.38K ﹤0.01% 4026
2024
Q1 		$0 Buy
+9
New +$221 ﹤0.01% 4285

Other funds holding ALKT

GA
General Atlantic New York $2.91B AUM 24.21% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JPM
JANA Partners Management New York $1.9B AUM 18.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AU
Algebris (UK) London, United Kingdom $1.52B AUM 3.09% 1-Year Est. Return
ICM
Irenic Capital Management New York $2.08B AUM 19.87% 1-Year Est. Return

Carson Wealth (CWM LLC)'s ALKT Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Alkami Technology (ALKT) stake by 59% in Q1 2026, buying an estimated $21.1K and bringing the position to 3,090 shares worth $48.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3837.

Carson Wealth (CWM LLC) first reported a position in ALKT in Q1 2024 and has held it in 9 quarters since. 211 funds tracked by Wall St. Rank hold ALKT as of Q1 2026.

  • Carson Wealth (CWM LLC) held 3,090 shares of Alkami Technology worth $48.4K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 1,148 Alkami Technology shares in Q1 2026, an estimated $21.1K.
  • Alkami Technology made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3837 holding.
  • Carson Wealth (CWM LLC) first reported a position in Alkami Technology in Q1 2024 and has held it in 9 quarters since.
  • 211 funds tracked by Wall St. Rank held Alkami Technology as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.